

For Better or For Werfel
A troubled marriage to come? Not so fast… By now, you may have heard that Daniel Werfel has been nominated by President Joe Biden to lead...


Economists Predict Interest Rates to 5.1% by Years End
New year, new news about the Federal Reserve raising rates. Many economists are now predicting that the Federal Reserve is likely to...


Dividends and Taxes
As many await the release of various 1099s to report dividend income before filing their taxes, myself included, now seems like a good...


Importance of Choosing a Tax Professional
The IRS is once again reminding taxpayers to choose their tax return preparer with care. The IRS provides a website that can be found...


More Jobs is Bad News?
If you are confused by the title, you’re not alone. For January 2023, the US economy added over 500,000 jobs, beating the expectations...


From a 529 Plan to a Roth IRA
With the passage of SECURE 2.0 in December 2022, parents may want to explore either starting or continuing investments in 529 plans. In...


Section 338(h)(10)
Section 338(h)(10) is a section of the Internal Revenue Code (IRC) that allows for an election by a corporation or its shareholders when...


Tax Season is Officially Open
January 23, 2023, marked the kickoff for the IRS accepting individual tax returns. Taxpayers will have until April 18th this year to...


Small Business Mergers, Acquisitions, Sales and Brokerage Simplification signed into Law
Tucked deeply into the Consolidated Appropriations Act of 2023, lies a fourteen-page provision entitled “Small Business Mergers,...


The Saver’s Credit
On December 21, 2022, the IRS released a bulletin “IR-2022-224” informing low and moderate-income workers that they may be eligible for...
































